FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$8.56M
3
+$6.35M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.16M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.07M

Top Sells

1
+$241M
2
+$16.2M
3
+$8.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.09M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.61M

Sector Composition

1 Healthcare 7.17%
2 Technology 6.6%
3 Industrials 4.54%
4 Consumer Discretionary 3.78%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$158K 0.01%
17,871
+2,513
927
$158K 0.01%
13,345
+21
928
$157K 0.01%
18,811
+506
929
$153K 0.01%
+12,128
930
$150K 0.01%
17,881
-4,243
931
$146K 0.01%
+10,823
932
$144K 0.01%
1,914
-216
933
$142K 0.01%
+14,093
934
$141K 0.01%
18,023
-4,493
935
$140K 0.01%
10,855
-863
936
$135K 0.01%
16,058
+4,099
937
$135K 0.01%
16,527
-594
938
$131K 0.01%
37,101
-1,849
939
$131K 0.01%
20,043
+813
940
$128K 0.01%
16,082
+1,262
941
$126K 0.01%
+10,936
942
$124K 0.01%
7,153
+3,289
943
$118K 0.01%
6,133
-3,094
944
$116K 0.01%
10,470
-5,229
945
$112K 0.01%
12,096
+15
946
$110K 0.01%
2,214
-662
947
$109K 0.01%
3,205
+243
948
$108K 0.01%
1,547
+39
949
$102K 0.01%
14,042
-38,440
950
$99K 0.01%
10,501
-23,596
36 37
38
39 40